Evyavan Advisory Services
At Evyavan Advisory Services, our clients are family. We take the time to get to know you so that we can develop a strategy according to your specific needs and circumstances. We learn about the hardships, sufferings, and pains that went into the making of each dollar. Your unique life circumstances allow for your story to inspire and motivate us in the careful and successful management of your accounts. Our guiding principles We believe that a comprehensive financial plan is the foundation on which success is built. As an independent boutique investment management services firm, we offer a wide array of products and services to pursue your unique goals and aspirations. Our infrastructure is designed to ensure our clients are in the best hands possible, leveraging the knowledge and experience of our team, our broad network, and platform. We put your interests first—we start by understanding your financial goals and building a relationship based on trust and transparency. In combination with our high-touch, personalized approach, and decades of experience to help you design a custom-tailored financial plan that will guide you through your career and into retirement. And most importantly, give you the freedom to focus on what matters to you most. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Jenil Oza
IT System Data Analyst · Information Technology
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Tejaswi Patel
President and CEO · General Business & Management
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